Anyone have a problem with invoice format since the update?

I can be of assistance in matching your invoice format in QuickBooks Online (QBO), @mockdistributors. 

To ensure we are on the same page in fixing your concern, are you referring to an unmatched invoice template from what you have sent to your clients? Is it different from what you have set as default? If so, I can lay out a reason for this and how QuickBooks works with sales forms.

When using the modern invoice layout, there are alterations we need to consider when setting the default template. In your case, let's ensure your desired format is set as the default in the Custom Form Styles. You can follow the steps below:

1. Go to the Gear icon and select Custom Form Styles.
2. Locate the template you want to be the default.
3. Click the dropdown arrow under the Action column.
4. Select Make default.

After that, let's go to the invoice design section to ensure that your desired format is applied. In the modern invoice layout, the application sets its format to the Modernized template by default.

To prevent us from selecting our preferred template every time we create a transaction, let's remove this as the default, and then QuickBooks will automatically set what you have assigned as default from the form styles selection.

Let's begin by following the steps below:

1. In your invoice transaction, click the Manage button.
2. Navigate to the Design dropdown, and click the Remove default beside the Modernized template.

QuickBooks will then follow the default settings you have specified under your form styles. Additionally, you can use this resource to record payments from your clients once they have settled their balances: Record invoice payments in QuickBooks Online.

You can always drop by the Community if you have additional questions about managing forms or any QuickBooks transactions. I'm just a few clicks away to help you. Take care!

my standard template will not save. I get this message that it is the default but the invoices are not like the template.

my template will not save even though it says its the dafault. There is also a problem with the calculator not having the function keys such as mutilply and divide on the quantity tab but shows up on the flay rate, This is backward from before

my standard template will not save. I get this message that it is the default but the invoices are not like the template.

Thank you for your response and for providing additional details, mockdistributors. I'm here to assist you with creating an invoice.

When you set a template as the default for your invoice, that template will be automatically used when creating an invoice. You mentioned that the standard template is not being saved even though it is set as the default. Are you saying that the invoice is not following the default template? Also, could you please provide more details about the issue with the calculator? Any extra information would be helpful.

In the meantime, let's perform some troubleshooting steps to investigate the cause of the issue. I recommend logging in to your QuickBooks Online (QBO) account via incognito mode or a private window. This way, it confirms if the cache is the cause.

Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

Once logged in, try to create an invoice again. Check if it now follows the default template, If yes, go to your default browser and clear the cache. See Clear cache and cookies to fix issues when using QuickBooks Online for more information. 

Otherwise, switch to a different browser like Firefox, Google Chrome, or Safari. The one you are currently on may be having a temporary issue with QuickBooks, and using a new browser for the moment will allow you to get back to work.

However, if none of those work, I suggest contacting our Customer Care Team to report the issue to our engineers.

To reach them, click the ? Help button at the top-right corner of your QBO account and select Contact Us to talk with a live agent. Ensure to review their support hours to know when agents are available.

If you need further assistance or have any other questions in creating an invoice, please let us know. We're always here to help, mockdistributors.

I cannot seem to move any invoice line items into my set up bundles since the invoice update. Anyone else having similar issues?

I'll share information about rearranging the line items of a bundle when creating an invoice in QuickBooks Online (QBO), @SJBirch.

Currently, the arrangement of bundled product and service line items in invoice transactions is determined by how you've sorted them in the Products and Services list. I understand the value of having the flexibility to rearrange them according to your business preferences and project plans.

As a workaround, you can manually delete and re-add the line items in the bundle to arrange them according to your preference when creating invoices.

For future reference, you can read this article to learn how to view your inventory status: Use reports to see your sales and inventory status.

Feel free to return to this thread if you need further assistance with estimates. The community space is always available to address any concerns you may have.

This is not my issue. Before the recent change in QBO invoicing structure I was able to add items into my created bundles which are a product and service. This way I could have one line item visible to the customer for all my linked AP transaction which the majority are subcontractors who have worked on the project. I know longer can move these linked items or any other items that are on the invoice. I now  have to manually type in my linked transaction into my bundle line- then delete the original link which auto fills from linked transactions.

You can still add items to your created bundle on an invoice in QBO, @SJBirch. Let me show you how.

To add an item within the bundle you selected in the Product or Service section, click on the leftmost part of the column so the Plus icon will appear:

1. Go to the + New icon and select Invoice.
2. Select the specific customer.
3. Select the bundle in the Product/Service section.
   
   
   
   
4. Click on the leftmost column, then click on the Plus icon once it appears.
   
   
   
   
5. Add another item to the bundle.
   
   
   
   
6. Once done, click Review and Send.
   
   

If your customer plans to pay invoices, let's record the payment to match it with the outstanding invoice record.

Let us know if you require further assistance adding items to the created bundle when creating an invoice. Take care.